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💼Getting started with MYFUNDBOX
PRODUCTS
🃏Plans
🚀Pay Link
📄Invoices
📊Dashboard
PAYMENT GATEWAYS
🏧Payment Gateway
Stripe
Paypal
GoCardless
CUSTOMERS
👦Profile
👤Customers
🎪Customer Portal
SUBSCRIPTIONS
📜Manage Subscription
📪Disputes
💸Payments
📹Payouts
COMMUNICATIONS
📡Communications
📧E-mail notifications
🔗Configurations
CUSTOMIZATION
📝Customize your checkout page
REPORTS & IMPORTS
📈Analytic / Reports
📦Import
TAX & COUPONS
💰Tax
🎫Coupons
🎟️Promotion code
↔️Difference between coupon code and promotion code
TEAMS/USERS
🧑‍🤝‍🧑Teams/User Creation
👥Affiliate account
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PRODUCTS
Invoices

Steps to start Invoice/Subscription

4min

To Generate Invoice/Subscription. Use the below steps

Step 1 :

Click on the "Create Pay Link". Enter Pay Link Name, Currency, Interval' and Amount & enter your customer details. They will be notified by E-mail. Once they have click on Pay Now button, You will receive your funds for your generated invoice/subscription.

Note: If your payment methods are connected, Skip to step 2.

Step 2 :

Go to Settings → Menu → Payment Gateway. Select the payment gateway that you want to connect.

Ensure that your payment method has been connected. So that your customers are able to pay.

Step 3 :

Once your customer confirms the subscription by paying through payment checkout box, which is then notified to customers through their E-mail Id.

Customer will then be receiving invoice once the payment is done successfully.

Step 4 :

Once the payment is successful. You can manage Subscription, Download Invoice, add more information about your customer by click in on Billing Contact.

Updated 11 Jul 2023
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To Generate Invoice/Subscription. Use the below steps
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